Kaylee Guerra

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	Bridgewater	NJ	05/2024	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Freehold	NJ	06/2017	05/2024
Easterseals Of New Jersey	East Brunswick	NJ	02/2014	06/2017
Bank Of America, N.A.	Freehold	NJ	06/2017	05/2024
Fidelity Investments	Boston	MA	03/2025	Present

05/2024 → Present

Fidelity Investments

Bridgewater, NJ
06/2017 → 05/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Freehold, NJ
02/2014 → 06/2017

Easterseals Of New Jersey

East Brunswick, NJ
06/2017 → 05/2024

Bank Of America, N.A.

Freehold, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

2024-06-06 → 2025-03-31

Fidelity Personal And Workplace Advisors

Bridgewater, NJ
2017-10-24 → 2024-05-21

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Freehold, NJ

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-10-23